Creating the KPIs

 

Click on this icon located on the top left side of the page to download the document containing detailed color and dimensions information  è

Annual Patient Cost KPI

1.    Select Card from the “Visualizations” field

2.    Select the “1.AnnualCostPerPatient” field by checking the adjacent box to add it to the card

3.    Navigate to the following sections in the “Format” field – From bottom to top

a.    Switch “Visual header” to Off

b.    Switch “Border” to On (Default Color will be black)

c.    Switch “Background” to On (Default Color will be white)

d.    Switch “Title” to On

e.    Switch “Category label” to Off

f.      Click on the “Title” drop-down and make adjustments as shown on the GIF below:

g.    Click on the “Data label” drop-down and make adjustments as shown on the GIF below:

h.    Click on the “General” drop-down and adjust the dimensions as shown on the GIF below:


Patient Penetration Rate KPI

1.    Duplicate the Annual Patient Cost KPI card by selecting the slicer, right click, copy visual, then pasting it using Ctrl + V on your keyboard

2.    Remove 1.AnnualCostPerPatient from the “Values” field and replace with 4.PatientPenetrationRate

3.    Navigate to the following sections in the “Format” field – From bottom to top

a.    Click on the “Title” drop-down and make adjustments as shown on the GIF below:

b.    Click on the “Data label” drop-down and make adjust the color as shown on the GIF below:

c.    Click on the “General” drop-down and adjust the dimensions as shown on the GIF below:


YoY Patient Cost

1.    Duplicate the Patient Penetration Rate KPI card by selecting the slicer, right click, copy visual, then pasting it using Ctrl + V on your keyboard

2.    Remove 4.PatientPenetrationRate from the “Values” field and replace with 3.YoY%CostDiff

3.    Navigate to the following sections in the “Format” field – From bottom to top

a.    Click on the “Title” drop-down and make adjustments as shown on the GIF below:

b.    Click on the “Data label” drop-down and make adjust the color as shown on the GIF below:

c.    Click on the “General” drop-down and adjust the dimensions as shown on the GIF below:


YoY Patient Retention Rate

1.    Duplicate the YoY Patient Cost KPI card by selecting the slicer, right click, copy visual, then pasting it using Ctrl + V on your keyboard

2.    Remove 3.YoY%CostDiff from the “Values” field and replace with 6.YoY%RetentionDiff

3.    Navigate to the following sections in the “Format” field – From bottom to top

a.    Click on the “Title” dropdown and make adjustments as shown on the GIF below:

b.    Click on the “Data label” dropdown and make adjust the color as shown on the GIF below:

c.    Click on the “General” dropdown and adjust the dimensions as shown on the GIF below:



Here’s a helpful guide on choosing industry KPIs è Choosing a Dataset with Industry KPIs